CIA
U icon

Cape Investment Advisory’s Unity U Stock Holding History

Cape Investment Advisory’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.02K Hold
25
– – ﹤0.01% 1350
2026
Q2 		$715 Buy
+25
New +$665 ﹤0.01% 1370
2026
Q1 		– Sell
-25
Closed -$1.1K – 1133
2025
Q4 		$1.1K Buy
+25
New +$1.02K ﹤0.01% 1181

Other funds holding U

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Cape Investment Advisory's U Position: Q3 2026 in Review

Cape Investment Advisory held its Unity (U) position steady in Q3 2026 at 25 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Cape Investment Advisory first reported a position in U in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1K in Q4 2025. 33 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Cape Investment Advisory held 25 shares of Unity worth $1.02K as of Q3 2026.
  • Cape Investment Advisory left its Unity share count unchanged in Q3 2026.
  • Unity made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1350 holding.
  • Cape Investment Advisory first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's Unity position peaked at $1.1K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.